The blog
Notes from building the screener: what the data turned out to say, what got removed when it did not hold up, and the occasional thing that worked.
Apple before Monday: the quiet giant and its first report under a new chief
Apple reports on November 2 as the most valuable company in the world, after a month in which it rose while big tech fell. What the news says, what is expected, and how its shares have answered before.
Read it →
Week in review, October 26 to 30: strong results, falling shares
The indexes slipped while most stocks rose. In the busiest week of results season so far, raised guidance went with rising shares, and some of the fastest growers fell hardest.
Read it →
Alphabet’s worst day in twenty years, in context
Alphabet fell 12.6% on October 29, its largest one-day drop since at least 2006, the day after a quarter of 25% revenue growth and negative free cash flow.
Read it →
The $200 billion quarter: big tech now spends more than its businesses bring in
Alphabet, Amazon, Meta and Microsoft spent $202 billion on capital projects in the quarter, more than double a year earlier, and their combined free cash flow turned negative. Most other stocks rose.
Read it →
Get new posts by email
An email when something new goes up — a few a month at most. Nothing else, and no sharing your address with anyone.
You will get one email asking you to confirm. Every message after that has a one-click unsubscribe, and it works without signing in. For the other mailings, such as Earnings results each weekday morning, see your email preferences.